IronOak Wealth

09/30/2026

Many people may procrastinate until the very end of the year, but fall is an optimal time to review your finances to uncover potential tax-saving moves. Essential fall strategies could include maximizing your retirement and HSA contributions, planning charitable gifts, tax-loss harvesting, and evaluating Roth conversions or business expenses. And of course, RMDs (required minimum distributions) must be taken from taxable retirement accounts by December 31 for those 73 or older.

Contact us today to review your strategy and explore potential opportunities to mitigate taxes before the busy holiday season. We are more than happy to team up with your CPA!

09/24/2026

Americans aren’t turning retirement plans into action. New research from LIMRA reveals that while many Americans approaching retirement have thought about how they will generate income, many have yet to create a formal retirement plan or seek professional guidance. Contact us today to start building a retirement strategy designed around your goals.

Nearly six in 10 pre-retirees consider themselves well prepared for retirement, while about four in 10 do not, new LIMRA research finds.

09/22/2026

Hello, autumn!🍁 Today marks the fall equinox, welcoming cooler weather and fresh opportunities. What activities do you look forward to most this time of year?

09/16/2026

Relying on Social Security alone may not provide the retirement lifestyle you envision. It was designed to supplement your retirement savings, not replace them, making it important to understand why having a comprehensive retirement strategy matters. Contact us today to discuss how you can build a personalized plan with the tools and strategies to help support your financial goals.

Four in every 10 American workers expect Social Security to be their main form of income when they retire, according to NFP. Yahoo Finance Senior Columnist Kerry Hannon takes a closer look at these survey results.

09/14/2026

National Assisted Living Week reminds us that planning for the future is one of the greatest gifts we can give ourselves and our loved ones. Although many people don't like to think about the possibility of needing assisted living, planning ahead can help reduce financial stress, prepare for unexpected healthcare expenses, and provide greater peace of mind for you and your family. Start the conversation today so you're ready for whatever tomorrow may bring.

09/09/2026

Football season is officially here!🏈 Are you planning to attend any games this season? Just like every winning team relies on a game plan, a successful retirement starts with a strategy. Reach out today to start building your retirement plan, and we can help you create a financial strategy that includes the travel and entertainment expenses needed to catch a few more games and cheer on your favorite team all season long.

09/07/2026

Happy Labor Day to all the hardworking individuals who consistently demonstrate dedication, commitment, and perseverance in our communities and businesses. We hope everyone enjoys the holiday celebrating with family and friends!

09/02/2026

"Mini retirements" are changing the way people think about work and retirement, giving individuals the opportunity to travel, recharge, pursue personal goals, or spend more time with family before leaving the workforce for good. But before taking an extended career break, it's important to understand how it could impact your income, savings, and long-term retirement goals. Contact us to discuss if this is the right fit for your financial plan.

Mini retirements, or micro retirements, are extended breaks from work that give people time to travel, recharge, pursue goals, or focus on family before returning to their careers.

08/28/2026

While reading, writing, and arithmetic usually take center stage, other subjects are also important, such as personal finance. Recognition of the importance of educating students about money and finance has grown and classroom requirements have been implemented by the majority of states in America. Learn all about it in our blog:

It’s back-to-school time again, when our children and grandchildren return to the classroom for a new school year of learning.

08/26/2026

Building a legacy involves creating a strategy that helps protect your wealth and support your loved ones. For those with complex financial situations, tax-efficient planning can play an important role in preservation for future generations. Every legacy plan is unique, so contact our team to learn how we can help align your plan with your long-term goals.

If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.